Vishria Bird Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Vishria Bird Financial Group’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.12M	Sell	42,363 -6	-0%	-$152	0.22%	42
2025 Q2	$1.04M	Sell	42,369 -966	-2%	-$21.8K	0.34%	32
2025 Q1	$957K	Hold	43,335	–	–	0.33%	35
2024 Q4	$1M	Hold	43,335	–	–	0.35%	35
2024 Q3	$980K	Buy	43,335 +25,704	+146%	+$560K	0.37%	34
2024 Q2	$378K	Hold	17,631	–	–	0.16%	51
2024 Q1	$365K	Sell	17,631 -36	-0.2%	-$709	0.16%	50
2023 Q4	$332K	Sell	17,667 -45	-0.3%	-$790	0.16%	46
2023 Q3	$299K	Sell	17,712 -183	-1%	-$3.21K	0.17%	44
2023 Q2	$312K	Hold	17,895	–	–	0.19%	43
2023 Q1	$289K	Sell	17,895 -500,118	-97%	-$7.87M	0.18%	43
2022 Q4	$7.8M	Sell	518,013 -4,038	-0.8%	-$61.1K	5.43%	6
2022 Q3	$7.37M	Sell	522,051 -3,639	-0.7%	-$57.1K	4.96%	7
2022 Q2	$7.83M	Sell	525,690 -7,152	-1%	-$116K	5.21%	8
2022 Q1	$9.56M	Buy	532,842 +515,694	+3,007%	+$9.13M	5.28%	9
2021 Q4	$325K	Sell	17,148 -1,692	-9%	-$31.3K	0.15%	52
2021 Q3	$327K	Buy	18,840 +714	+4%	+$12.7K	0.17%	48
2021 Q2	$314K	Buy	18,126 +1,074	+6%	+$18.1K	0.15%	48
2021 Q1	$273K	Sell	17,052 -2,436	-13%	-$38.2K	0.15%	47
2020 Q4	$295K	Sell	19,488 -990	-5%	-$14.2K	0.17%	41
2020 Q3	$275K	Sell	20,478 -330	-2%	-$4.38K	0.17%	39
2020 Q2	$257K	Sell	20,808 -710,772	-97%	-$8.28M	0.2%	35
2020 Q1	$7.47M	Buy	731,580 +409,434	+127%	+$4.97M	7.82%	2
2019 Q4	$4.12M	Buy	322,146 +113,232	+54%	+$1.39M	4%	13
2019 Q3	$2.47M	Buy	208,914 +22,206	+12%	+$262K	2.83%	15
2019 Q2	$2.18M	Buy	186,708 +6,696	+4%	+$76.9K	2.18%	17
2019 Q1	$2.03M	Buy	180,012 +13,470	+8%	+$146K	2.05%	18
2018 Q4	$1.66M	Buy	166,542 +23,982	+17%	+$257K	1.83%	17
2018 Q3	$1.65M	Buy	142,560 +3,516	+3%	+$40K	1.42%	18
2018 Q2	$1.51M	Buy	+139,044	New	+$1.5M	1.4%	17

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Vishria Bird Financial Group's SCHX Position: Q3 2025 in Review

Vishria Bird Financial Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.01% in Q3 2025, selling an estimated $152 and leaving 42,363 shares worth $1.12M. The position accounts for 0.22% of the portfolio, ranked #42.

Vishria Bird Financial Group first reported a position in SCHX in Q2 2018 and has held it in 30 quarters since. The position peaked at $9.56M in Q1 2022. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Vishria Bird Financial Group held 42,363 shares of Schwab US Large- Cap ETF worth $1.12M as of Q3 2025.
Vishria Bird Financial Group sold 6 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $152.
Schwab US Large- Cap ETF made up 0.22% of Vishria Bird Financial Group's portfolio in Q3 2025, its #42 holding.
Vishria Bird Financial Group first reported a position in Schwab US Large- Cap ETF in Q2 2018 and has held it in 30 quarters since.
Vishria Bird Financial Group's Schwab US Large- Cap ETF position peaked at $9.56M in Q1 2022.
1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.